Willow Wealth Management

2023-2024-Federal-BudgetDownload The post Federal Budget 2023 -2024 appeared first on Willow Wealth Management.

As the end of the Financial Year draws closer, now is a good time to consider a number of strategies that may be beneficial in enhancing your financial position. The Federal Government continues to provide incentives for Australians to save for their own

Being 30 today is very different from what it may have looked like for our parents. While many baby boomers were married with children by the 25, people today are settling down later, taking time in their 20's to establish their careers and explore the wo

Self Managed Super Funds (SMSFs) continue to be the fastest growing area within the superannuation industry. Many people are still eager to enter this segment of the Superannuation market. We look at 5 questions you should ask yourself to determine whethe

The transition from work to retirement can be exciting and liberating - but it can also be stressful and even confronting. Research shows a high proportion of retirees find themselves unexpectedly affected by feelings of purposelessness and boredom, too o

Traditionally prenups have been perceived as necessary only for celebrities or those few significantly wealthy people. The ingrained idea (strengthened by gossip sites and Hollywood movies) is that one wealthy person wants 'protection' for if they were to

Australia already has record-low interest rates - but in a recent speech, Governor Glenn Stevens noted that there is still scope for further rate cuts. So could rates fall further? And why have they stayed so low for so long? Australian borrowers have bee

With important new deeming rules coming into effect on 1 January 2015, now is the time to review your superannuation and pension arrangements to ensure you don't miss out on valuable Social Security entitlements. Account based pensions have generally been

The issue of whether an SMSF should have an Individual or Corporate Trustee is often raised. This decision requires careful consideration. The below table outlines some of the issues relevant to each structure. The different Trustee structures for a SMSF

No doubt you've heard it before - the importance of having an Estate Plan prepared so that when you are no longer around, your assets can be distributed to your chosen beneficiaries in an efficient and tax effective way. However, are you aware that there